Q1 2022 Holdings
Filed 2022-04-27 | 219 holdings | $43.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Home Depot Inc(HD) | COM | 437076102 | $558 | 1,863 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $560 | 3,441 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $578 | 918 | 0.0% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $594 | 43,283 | 0.0% |
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $594 | 6,764 | 0.0% |
| Sysco Corp(SYY) | COM | 871829107 | $596 | 7,300 | 0.0% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $607 | 12,641 | 0.0% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $610 | 9,190 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $611 | 3,242 | 0.0% |
| Toyota Motor Corp(TM) | ADS | 892331307 | $613 | 3,402 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $613 | 2,140 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $613 | 2,537 | 0.0% |
| First REP BK SAN Francisco C(FRCB) | COM | 33616C100 | $622 | 3,839 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $626 | 2,816 | 0.0% |
| Ishares TR(ICSH) | BLACKROCK ULTRA | 46434V878 | $633 | 12,619 | 0.0% |
| Similarweb LTD(SMWB) | SHS | M84137104 | $636 | 49,116 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $642 | 18,004 | 0.0% |
| Novo-Nordisk A S(NVO) | ADR | 670100205 | $653 | 5,878 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $655 | 2,952 | 0.0% |
| Shell PLC(SHEL) | SPON ADS | 780259305 | $670 | 12,202 | 0.0% |
| Spdr SER TR(CWB) | BLOOMBERG CONV | 78464A359 | $671 | 8,725 | 0.0% |
| Ross Stores Inc(ROST) | COM | 778296103 | $692 | 7,650 | 0.0% |
| Zuora Inc(ZUOUSD) | COM CL A | 98983V106 | $698 | 46,607 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $703 | 1,877 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $709 | 2,600 | 0.0% |
| Morgan Stanley(MS) | COM NEW | 617446448 | $711 | 8,137 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $714 | 6,588 | 0.0% |
| Astrazeneca PLC(AZN) | SPONSORED ADR | 046353108 | $724 | 10,907 | 0.0% |
| Ishares TR(PFF) | PFD AND INCM SEC | 464288687 | $742 | 20,382 | 0.0% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $748 | 4,615 | 0.0% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $766 | 4,623 | 0.0% |
| American Centy ETF TR(AVES) | EMERGING MKT VAL | 025072372 | $770 | 15,700 | 0.0% |
| Newmont Corp(NEM) | COM | 651639106 | $806 | 10,140 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $812 | 1,216 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $827 | 2,343 | 0.0% |
| Eaton Vance TAX Mnged BUY WR(ETB) | COM | 27828X100 | $829 | 49,025 | 0.0% |
| Dimensional ETF Trust(DFAX) | WORLD EX US CORE | 25434V880 | $838 | 33,584 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $858 | 10,368 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $859 | 10,464 | 0.0% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $870 | 22,659 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $878 | 4,135 | 0.0% |
| Hyrecar Inc(HYREQ) | COM | 44916T107 | $889 | 373,326 | 0.0% |
| Pimco ETF TR(MINT) | ENHAN SHRT MA AC | 72201R833 | $904 | 9,022 | 0.0% |
| American Express Co(AXP) | COM | 025816109 | $917 | 4,906 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $955 | 1,873 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $973 | 6,368 | 0.0% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $983 | 19,000 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $1.0K | 1,317 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $1.1K | 21,713 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $1.1K | 2 | 0.0% |